Order data captured and incorporated into real-time invoicing.

Channel Revenue Management

Bring all your channel inventory, rebates, and payouts data into Salesforce. Automate important partner processes, like deal or design registrations and claim requests. Motivate partner engagement, secure their trust, and drive channel growth with channel revenue management software.

Manage your channel inventory and incentives all in one place.

Get complete visibility into inventory, pricing, and product designs inside Salesforce. Track and enforce any kind of rebate program all in one place. Easily connect your channel ecosystem data to Salesforce PRM, Revenue Cloud, Sales Cloud, any industry cloud, or any other parts of Salesforce your team uses.

Total visibility of design registrations and ship and debit performance.

See the full picture of partner activity by bringing rebate claim requests and channel partner transaction histories into your CRM. Simultaneously, motivate partners to continue selling by sharing data regarding new rebate opportunities, claim status, and payouts via their partner experience.

Complete view of payout data from transactional journal.

Align with partners fast on which set of products are sold as part of a deal using design and deal registration forms embedded in their partner experience. This systematized registration process keeps highly complex deal requirements organized while ensuring there’s no conflict of interest.

View of design registration, including one net new.
Total visibility of design registrations and ship and debit performance.
Complete view of payout data from transactional journal.
View of design registration, including one net new.

Protect profits and build partner trust with data-driven rebates.

Engage and win over channel partners with a full suite of rebate management tools. Drive channel sales, boost partner loyalty, reduce errors, and enhance traceability. Eliminate overpayments with total control over program setup and visibility into participation and results.

Setting up a new rebate program, including line items that need attention.

Incentivize your partners with rebates built using agreed-upon sales targets. Easily adjust details of programs such as partner tiers, duration, payout period frequency, and program description. Keep partners motivated with automated rebate claim approval processes and insights on how to best hit their revenue goals.

Insight into performance of annual rebate program.

Reach inventory and pricing agreements faster with a flexible business rules engine that automates pricing terms while allowing for manual adjustments, too. Simplify partner reimbursements and make it easy for partners to upload and track their claims with automated claim submission.

View of rebate claims and ability to upload new ones.

Simplify the price protection process with a customizable setup that suits your needs based on partner, price type, duration, or eligibility. Proactively protect your partners’ margins by identifying and coordinating with partners that need refunds because of unsold inventory, price drops, or other changes to the business.

View or price protection executions, including a pending reconciliation.
Setting up a new rebate program, including line items that need attention.
Insight into performance of annual rebate program.
View of rebate claims and ability to upload new ones.
View or price protection executions, including a pending reconciliation.
Headshot of Jay McBain, Chief Analyst at Canalys

Channel Revenue Management will help teams everywhere better understand their inventory and incentive management needs.

Jay McBain
Chief Analyst - Channels, Partnerships & Ecosystems, Canalys

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Channel Revenue Management FAQs

Channel Revenue Management is a new product, built natively on Salesforce. It's ideal for teams that rely heavily on partners and sell a physical good via external distributors, wholesalers, retailers, etc. Channel Revenue Management takes the guesswork out of the inventory and incentive tracking across the channel ecosystem. Embedded inside your CRM, it helps you see all channel revenue activity in one spot and share the most important and relevant aspects of rebates and inventory with partners. Channel Revenue Management helps with everything from design registrations to ship and debit claim submission.

Channel revenue management software helps companies optimize earnings from sales partners by centralizing and automating key processes like revenue tracking, rebate handling, and price management.

Channel revenue management software helps businesses increase profits by finding and fixing revenue issues. It also increases efficiency by automating tasks, providing a clear view of all sales channels, and allowing for better decision-making and improved partner relationships.

Key features include automated claim validation, accrual management, and real-time performance dashboards. The software can also integrate with CRM and ERP systems, creating a unified environment for financial data.

Channel revenue management software uses data to help you design effective incentive programs and optimize pricing. It also gives real-time insights into program performance, allowing businesses to make data-driven decisions that can increase their return on investment.